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Books to PDF - Multiple Entities
Hi All, I'm having a hard time running a book that creates a pdf by entity in an automated fashion. I've created a book with a loop calling a file which is a book of cube views. Running that book individually works well. When running the book that contains the loop, it works fine when saved as a .pdfbook but the problem I run into is that it times out due to processing time when I try to run it for multiple entities. The book is about 80 pages or cube views. So I created a .zipbook version of the same book with said loop to run it from Data Management in the background. The problem I'm now running into is running the .zipbook version creates 80 pages of blank reports rather than the data I saw in the .pdfbook. If anyone has any suggestions, I'll take them. Thanks!
Tech Talks: Migrating Finance Business Rules to Assemblies replay now available!
1 MIN READ On this episode of Tech Talks, Terry Ledet joins Tom Linton and Matt Kerslake to demonstrate the process and steps involved with migrating legacy Finance Business Rules into Assemblies while answering common questions along the way! This replay is available here until 10/17/25 so be sure to watch now. You can also watch this replay at anytime on Navigator as part of your Passport subscription. Tech Talks: Migrating Finance Business Rules to Assemblies
Get dependent entities on a review level workflow
Hi All, We have a parameter attached in the entity POV of all our cube views, and it works perfectly on base level. However, not in the review level workflow. Is there a way to include dependent entities in a review-level workflow via XFBR String? The entities in the review level are dependent, coming from the assigned entities in base level workflows underneath it. I have tried using objList = BRApi.Workflow.Metadata.GetDependentProfileEntities(si, profileKey) with no luck. Perhaps I am missing something. Bound list has been tested as well, and attaching the parameter in the POV of a cube view, only works in the base level workflows as well. When the workflow is a review, it will show a full list of entities that we do not want. Is there a way through the XFBR string and parameter in the member dialog? Appreciate all suggestions.New Press Publication Coming Soon!
1 MIN READ OneStream Press is proud to unveil our first-ever mini book — OneStream Security Essentials. Launching October 14, this new publication is a compact yet content-rich addition to our technical lineup. A must have for Finance Professionals who crave depth without the bulk, this new release delivers expert insights in a smaller, more portable format. This marks the 8th publication in our growing catalog, continuing our goal to provide high-quality, practical and technically accurate resources. 📅 Launching October 14 📚 Explore our full lineup: onestreampress.com Stay tuned for more information, author podcasts and more!
display a Textvalue in a Cube View loaded in an import
I have configured a datasource where TextValue is taken from a column of a flat file to be loaded, the file loads well from the Import and I see the text for each loaded row, but I have not been able to display it in a CubeView, is this possible?The OneStream Podcast: Partner Spotlight - Clearsulting out now!
1 MIN READ With the OneStream Solution, you never have to compromise features for time. On this episode of The OneStream Podcast, Stephen Crea from OneStream partner Clearsulting joins Peter Fugere to discuss how Clearsulting were able to achieve a client’s tight implementation deadline while meeting all of their industry specific needs thanks to the power of the OneStream platform.The supplied Workflow Time is more than 3 periods after the last import period
We are currently in the process of upgrading to OFC PV840-SV112 and just applied the upgrade to our Customer Acceptance Testing Application where we have our imports and matching running daily. However, the amount of data imported is much less in this applicationas it is using a test database to import the data from and one of the matchsets has not imported any data for many months. The matching step for that matchset erred out a couple of days after the upgrade with the message "The supplied Workflow Time is more than 3 periods after the last import period". We discovered that if we loaded just one "dummy" row for the matchset that the error stopped happening. My questions are - has anyone else noticed this? And, if so, is there a setting somewhere to either turn this check on or off or increase the number of months that it looks back? Thanks for any information you can provide.
How to validate metadata in Journal on submit / post
I would like to build a business rule that will execute when user attempts to submit or quick-post a journal. The rule will check that correct Flow dimension member had been used and display the message to the user if that is not the case. If anyone has something similar in use, can you please share. Any advise will be greatly appreciated. Thank you! YanUse Data Adapter in a Different Workspace
I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards. I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called. I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with. I've tried a wide variety of syntax to no avail. Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...} Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly reference this business rule? Thanks!QuickTips on the Community
1 MIN READ Exciting news! The OneStream Community is now the home of QuickTips. Previously, QuickTips were only available for our Navigator Passport Subscribers, but they are now available for all our OneStream Community members to view freely. Located inside the Resources navigation menu, QuickTips are short videos that are designed to help users understand a specific, technical topic. For example, there are QuickTips videos explaining how to write a forms event handler rule, export data between cubes, create a custom time dimension, several BI Viewer topics, and more. With this launch on the OneStream Community, we have released three QuickTips videos, and plan to continuously roll out all the remaining assets in the QuickTips library through the rest of the year and into early 2026. New QuickTips will also be released directly onto the OneStream Community going forward. The complete QuickTips library may continue to be found on OneStream Navigator for Navigator Passport Subscribers. Please take a minute to check out this new feature of the Community and let us know what you think!
